Factor Investing with Don Calcagni – Part 3


In this special bonus episode of the Science of Economic Freedom podcast, “Revisiting Factor Investing,” I speak with Don Calcagni, Chief Investment Officer at Mercer Advisors.

Don is an expert on factor investing, and his breadth of knowledge will educate and enhance your understanding of the subject, and the role factor investing can and likely should play in a well-rounded investment portfolio.

In this podcast, you’ll discover:

  • An overview of what factor investing is
  • Why we believe so strongly in factor investing at Mercer Advisors
  • A summary of the “five-factor model” of investing
  • How factor investing can be achieved using a variety of investment vehicles, including traditional mutual funds and exchange-traded funds (ETFs)
  • Which factors outperformed, and which underperformed, in H1, 2018
  • How to think about allocating among the different factors
  • Factor analysis as applied to fixed-income investments
  • The challenges in the current market environment (e.g. rising rates, yield curve flattening, trade wars, etc.)
  • Plus, much more

Don Calcagni is one of the smartest guys in the industry. And, listening to him speak about markets and factor investing is like sitting in on a maestro’s master class. If you want to get a grip on factor investing, this is the episode for you.